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“This is the first time I was involved in a 1031 exchange transaction. My financial advisor recommended First American Exchange Company. Not knowing what to expect, I called the company and talked with Ms. Colleen Pham, Senior Exchange Officer.
Colleen was extremely thorough and provided all the information I needed. Over the next few days, she spent extra time to answer my questions related to the 1031 exchange and gave me detailed knowledge. Without professional and timely help from Colleen, there is no way the transaction could have gone as smoothly as it did.
From the beginning to end, over a few weeks, Colleen kept me posted on the progress and sent me emails explaining the next steps. I will definitely do business with First American Exchange Co., just because of the excellent service I received from Colleen Pham. Will very highly recommend her and the company.
Alka”
“Christine has helped me put my finances in order and I do believe I now have a healthy attitude towards my finances. I used to be so anxious because of fears that I don't have enough money for my retirement and at the same time I fear that I am too stingy but she has helped me find the root cause of all these anxieties, see the overall picture of all my finances by monitoring my assets and stick to a budgeting system. I can smile now and found peace with my finances. I can spend money with no guilt and I feel confident about the future. That in itself is worth a lot so it was a wise decision that I invested on Christine's coaching!”
“My first time going there , they were well equipped and professional . I was helped by a young lady Yareli and helped me with my questions and well manner . I asked for business cards because I really believe this is the place to go for my co workers.”
“I have been a client of JR Financial for nearly 4 years. My wife and I were entering our 50’s with retirement and life goals, but no real plans on how to achieve these goals. I interviewed ten financial advisors, and then reference checked the top five. James was clearly the best fit for our family. He helped us develop a plan that allows us to focus on living our life without stressing about finances. We have a high level of confidence in his services. After four years, we are even more confident we made the right decision.
Not only did James help us with our investments, he helped us to see the bigger picture with appropriate life insurance and estate planning. The team also prepares our taxes. JR Financial is the complete package.”
“Cannot recommend Richard and his team enough. They are who you want to work with if you have problems with debt, and want an efficient and viable solution to address them.”
“Great experience with this branch! The MSR was pleasant to work with, able to help me with my needs within the 5 mins I was there. The branch atmosphere was positive, sense of urgency within the team to jump on to assist when the line started to build up. Thanks for taking care of my financial needs!”
10:00 AM - 5:00 PM
Fremont
Financial Advising
“Been working with Neil for several years. He takes the time to understand your specific situation, is well educated on tax code issues and makes great suggestions for future tax years! He's really friendly and personal. Truly the best!”
“Highly recommend coach Carrie. She is incredibly patient, resourceful, kind, smart, and collaborative. We learned as a couple how to release our historical closed-minded beliefs and find new strategies to build the financial life we wanted. We have saved thousands of dollars from using Carrie's methodologies. The ROI has been astounding.”
“SJ Accounting Consulting, Inc is my regular go to service for doing my taxes and I absolutely love this firm. They are super punctual and always on time in filing taxes. They are very clear in their instructions on what is needed, and once I provide all documents, the taxes are done seamlessly without any follow ups. This place is such a respite, especially after dealing with so many unprofessional tax guys in the bay area. Thank you Sean and team!”
9AM - 5PM
513 Valley Way, Milpitas
Financial Advising
“Prestige mobile home repair did a excellent job, fixing holes in the floors replacing old rugs and replacing with panels. It looks great and feels good. Tony Boss was so kind and his workers were really efficient and respectful. Would highly recommend them for mobile home repairs.Linda Quinones Fremont”
8:30AM - 5PM
12 Ranch Dr, Milpitas
Financial Advising
“A big shout out to Suzzette, the Client Relationship Specialist at Milpitas branch who went above and beyond to help us with our accounts login issues. She was knowledgeable, patient and helpful, tackled many issues to make sure everything would work for us. There are lots of choices when it comes to trading and retirement accounts, Suzzette is our reason why we stick to Charles Schwab! Thank you Suzzette, we really appreciate you! ??”
“11/1/2023thinkorswimCharles Schwab & Co., Inc.schwab.com/contact-us877-519-1403This is a review for a stock trading platform which I just installed and compared with my previous platform called StreetSmart Edge (SSE), also provided by Schwab. This has gotta be a first review and I hope it will be relevant to somebody, I could have used this information.thinkorswim (TOS) is a powerful, feature filled and customizable equity trading platform that is in many ways superior to StreetSmart Edge.Trades are easy to setup from multiple places and very intuitive with lots of options available.Charting appears to be at least as equivalent to SSE with apparently many more studies available. I was able to replicate my SSE chart setups quickly.The MarketWatch Calendar is an excellent feature where you can display the dates for earnings releases, dividend ex-dates and other stuff. I had to create individual manual notes for these in SSE, a real time saver.However it does lack some key features that SSE has; the ability to display the daily change in account value (so you know how you did that day), the ability to execute a sell order using specified lots (for tax purposes, however you can still do this with Schwab.com) and the ability to display top holdings for funds and ETFs in Fundamentals. There are some minor quirks like being able to retain the number of days when displaying account information (it always defaults to 1 day when switching menus).TOS takes a little getting used to time because it is so customizable and will take at least a few days of work to get it the way you want it to look and work. Service has been excellent through the chat support feature with very helpful and responsive agents. When I first ran it, I was thinking of going back to SSE but after a little use I really like it and not going back to SSE.”
“Morgan S. stands out as the finest banker I've ever come across in my entire life. Her friendly, patient, and expert demeanor shines through in every interaction. Even when facing uncertain situations, she diligently reached out to the bank's support team to confirm her responses. All in all, my visit to this branch was truly exceptional.”
“The service here was fabulous. I made an appointment to get help so that I could change title to manage my parents 5 accounts because they are no longer able. Annie took care of everything- printed all the paperwork, marked what I needed to fill in/sign, went through all of my documents, found, and made copies of the ones she needed. They notarized all 5 documents. It was all done very efficiently and at no cost. I highly recommend.”
8:30AM - 5PM
335 N Santa Cruz Ave, Los Gatos
Financial Advising
“Today I got some great help from Diego who called me right on time for our appointment. Diego knew how to help me with my retirement account and could explain the steps I needed to take. He made it easy to get the results I wanted in an efficient way. He is in the office and can help you with online matters. I highly recommend Diego who is professional and friendly.”
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“I had to go into the branch to meet my new financial consultant.Very courteous and helpful staff when I arrived.I was able to get everything done to my complete satisfaction in a short space of time.”